for more information about stanelco click on the links.

driver's research page link
http://www.moneyam.com/InvestorsRoom/posts.php?tid=7681#lastread
website link
http://www.stanelco.co.uk/index.htm

does anyone know when the agm is. thanks

sellsell, the company has yet to announce the date.

Does anyone know how much 75,000 tonnes of starpol 2000 roughly be worth? are we talking big bucks or small shillings?

1985
Does this help

If the new plant runs at 10,000 tonnes capacity (SP Metals commitment only and no more), manufacturing thermoplastic starch (TPS) at 0.90/kg, it should generate a minimum of 9,000mn pa, or 3.1mn pa sales for Stanelco from 2007.Similar scenarios based on the manufacture of the other products are shown in Table 4.
In terms of roll-out, if Stanelco is able to license its technology as it hopes at 1mn pa for 20,000 tonnes production (ie, equivalent to its Welsh facility), and
that the addressable market is 35mn tonnes (world consumption of thermoplastics is estimated at 150mn tonnes pa, with Europe and North America accounting for roughly two thirds of the total, and packaging accounting for maybe 35% of the total), then a 1% share would produce revenues of c.17mn pa
for the JV and 8.5mn for Stanelco (17 licences).

ithink the tray under test is for fast food mcdonalds ! not asda or wm it could be a big deal just think kfc m.d b.k and the rest its a big IF:but in time it could come true .hearshopeing

I like that last buy! Not heard from SEO yet, spoke to Sylvia who said she would get a director to phone me back.

kim

120 000 pound buy at close of trading.impressive1

Sorry O/T and a little late in reply.

aldwickk - 27 Feb 2006 21:28 - 15198 of 15296
One of the best uses for charts is for trading mostly blue chips, thats why Zak Mir advises CFD firms like Blue index who trade on tight stops.

I agree. Charting may have its uses on blue chips with large volume. (Even then I always find it retrospective and full of caveats.)


Eric re Evos

-They recommended Regal shares whilst selling them at the same time before they collapsed
-were fined for shorting Room Service shares.
-they recommended etq stock at around 15 times their current value
-an aggressive MM who shaft PIs known in many circles as evil EVOs

imho

They're not alone

Deutsche Bank were recently downgrading Bradford and Bingley to 320; they were about 440 when I last looked

RHPS suggested selling ASC at 42 (Im sure you were more sensible Eric ;) now around 100p; ITH at 18p now at 50 having been to 85 etc etc

And what of the other tools?

IC - safe advice for retired colonels usually just a summary of the last balance sheet with no ref to future prospects.

Newspapers charlatans, lackeys? Clueless? Daily Mail LOL

Citywire lackey to big institutions?

BB sharks, crocodiles, rampers, derampers everyone with an agenda LOL Surely not here ;)

Hedge funds, institutions, mms (a whole arena there for manipulation), shorters, naked shorters on Berlin exchanage

And just how do you keep a track of buys/sells? Level 2 may be a help but do you keep a track of figures from virt-x and Plusmarkets?

A book by David Alexander called "Crooked Knight" which has many chapters serialised on a US website that makes some shocking accusations about the activities of Seymour Pierce and some very high profile UK directors, all allegedly milking PIs for large personal gains.

All IMHO of course.


Good luck to little ol private investor at the bottom of the feeding chain!!

With ASDA's exclusivity running out in July now not so far away, why are the two trial machines not being followed up by mass orders? What on earth is holding up implementation? I would have preferred to see SEO commenting on this obvious constraint.

Our guess, and it is a pure guess,(Until SEO answer our call) is that noone likes paying the licence fees and royalties and are trying to haggle these down without success. The only royalty deals that I have come across previously in Packaging have been the well known Tetrapak, and a series of proprietary carton locking forms like Kliklok, where the model is to rent the machine, or otherwise subidise it as long as it is consuming vast amounts of high margin cartons. SEO may be finding it difficult to get these supermarket price chisellers into the actual net. They may prefer to accept higher costs than a forever lasting enthralment to SEO.

There was no sensible alternative to Tetrapak and its 'three dimensional' patent half-nelson except for glass bottles - not really a universal option.

SEO prospects can still package away as usual, using existing metods at the cost of rejecting higher efficiency, hoping the SEO's price will crack if they hang back ,long enough.

At the very least, some supermarket suppliers would expect to be able to buy the machinery at a heavily subsidised rate to tempt them into royalty agreements, where they are going to be paying a substantial premium on the basic packaging material - even though they would be improving service quality standards, reducing leakage rates, and saving on overall packaging costs. Instead they have to pay a premium for the machinery. Unheard of. There is probably a battle of wills going on.

As the exclusivity draws near, it may be that interest from other groups like Tesco may bring resistance crumbling down.

SEO ALERTS

"We are currently working with ASDA and five of its key suppliers including those
referred to above to fulfil the initial stage of the ASDA contract"

Sorry but this does not say 5 machines IT SAYS 5 suppliers this could be 198 machines held by 5 suppliers.

I do not believe these lying bxxxxds for a minute and trying to read the best in a bad job, but i guess the 7 and 2 machines are in no way related to 5 suppliers.

I also thought PM said the initial contract and idea was that ASDA were going to say to its suppliers you either use greenseal or not but either way we are paying you x pence per item less to take account of the savings you could get from greenseal ..... so take greenseal.

Re the earlier post "who cares if they drop greenseal starpol is the next big thing" come on really, first its pharmacueticals, then its frogpack, the its quantom, then its greenseal, then its wlmart, then its mcds, then its starpol. PLEASE make one of them earn some god damn money.Still holding since 3p so no abuse pls.

Ditto the last paragraph Barney

i have spoken to a person ........ ....... who says that yes ,they did have a problem with the greenseal sealing process but this has now been resolved hence the delay, and now the two machines are imminent to be fully commercialised, then we will see a ramp up in the rate of machines being installed. 80 to 100 by july and the exclusivity period will probably have to be extended for a few months until the full 200 are installed.
As mentioned above yes the us fast food giant in talks is macdonalds and they are very impressed with the product and want the ball rolling asap, and are ready to put their hand in their pockets to finance it, we are looking for a deal as early as 2 months.
No doubt that with only 17 staff seo are struggling to keep up with greenseal, and with hiccups on top has delayed the rollout cosiderably,but there is no doubt that the 200 will be installed. The walmart story will go from strength to strength as starpol 2000 and 3000 overtake greenseal as the breadwinner for seo. The 75000 tonnes is just one example for one tray needing 500-600 machines.
Obviously working with big companies such as walmart and macdonalds, seo will be limited in what they can say and release, so once again the next 3 months will have to be patience and trust the management.

thanks for that, ssanebs

ssanebs - if your post 15301 really is true then why no RNS?? Maybe you could ask your contact?

If that's true ssanebs (and I have no reason to doubt you) and it all sounds fairly reasonable, then I am a little more assured, but like everyone else, I dearly want to see proof of the promises.
I just wonder what our reaction today would have been to the report had we not ramped ourselves into a frenzy by speculating what goodies would be in it.
I have just tried an interesting experiment via Drivers research page (God bless him).
I read the research page as fully as i could without nodding off, then read the results statement.
Once we take out the hyperbole we have all added then it suddenly makes a very promising read. Yeah, sure, the conversion rate is still totally crap, and the numbers are still missing. Nothing will change that, but it did me good to read the story once again, without the what ifs and maybes we have all contributed.
Back to feeling quietly confident on this.
No offence meant to anyone here about the hyperbole. I am as guilty as anyone and a BB is designed for passing ideas and discussing possibilities. All I am saying is that a dose of reality now and again is a good thing!
Try it and see if you view the results a little differently.
Alan

Well done, ssanebs; the first informed quote! The scenario rings true. The logical answer had appeared to be that they would have to extend the ASDA period of exclusivity. If the news had been really bad from ASDA then you would hardly expect Wal-Mart to be doing business even if initially for a different product.

The important question then is whither th sp from here? Puzzled as to why the release was so negative when they could ahve painted a much more positive picture it would seem. It has cost some of us a deal of dosh - increasing the stake on the WM arrangement and then having to close a CFD today. Probably should have learnt the lesson that the SEO chart is too unpredictable. Where does it go tomorrow? Suspect heavy two way trading based on a mixed press.

zscrooge: thanks for your notes. I see that you are down on everyone except the small investor (even two foot long investors like Alan). I sometimes think we have a huge advantage; the market has a dreadful herd instinct. You mention a sell recommendation on ASC at 42p: I bought back in at 43p! Have had a really good run recently on AZM and ASC, both recovering because oversold when prospects are excellent. My other major holding is DGT which Shares refused to comment on because the share cap. was too low - bit its this early stage when a winning can be made.

Back to the question: 'whither sp from here?' I think the Evo comment is important as the Merrill Lynch one is. The fact that the latter is reporting is positive in itself. We are still awaiting the break-out from the 14p to 16p trading range. I reduced because I couldn't afford it to be down, but still suspect it will be up. What should the cap. be? Haven't a clue a lot less than it is or a lot more. You pays your money ... or you don't.

My other comment is a thankyou to Jim Ward for your relevant comments re the industry. Would like to hear too from AndySmith. Too many of the comments today have under-estimated the issue around new and innovative process plant. But I do share the concern at the failure of SEO to give objective statements about the situation.

Eric

ssanebs

I don't doubt that you actually spoke to someone, but did you get their name and title?

If what you were told is accurate then my rising doubts about how efficient SEO are in handling the dissemination of important information is confirmed, yes confirmed. Because it raises the question as to why what you were told was not put into the RNS today in as clear a manner as it was told to you.

The reaction of those who have commented on what you were told is proof of this.

Don't these people ever consider whether what they draft is clear to all and sundry. After reading the full text of today's RNS, I began to form the opinion that they were purposely trying to be vague and muddy the waters so that they can always use whatever interpretation of what they said to suit the circumstances in case of queries.

However, if what they told you is the real deal, then I must admit I am somewhat reassured.

The oily one

yes i did get a name, but i did not say that i would post their comments on a bb,quoting them. The last time i quoted the chairman of earthport he never spoke to me again,as EWRobson may remember.....or maybe he does not want to remember. I hold over a million shares in seo so have a real intrest and therefore would not post rubbish, i only post when i have heard facts. Yes, good question why was it not in the rns that there was a hiccup, or maybe they thought its resolved now why bring it up. i bought at 5p and could have sold at 30p, i have no doubt they will be 30p in 6 months.

ssanebs - Thankyou for your post above. Do you know what kind of problem required resolution thus causing the delay?

"80 to 100 by july and the exclusivity period will probably have to be extended for a few months until the full 200 are installed."

I am surprised by this statement. Either the exclusivity period will be extended or it won't. If it will then for how long? I can only gaugage by your post that who ever you've spoken to isn't of a senior position as this information would be known.

Finally I mean you no disrespect whats so ever by challenging your post and hope that none is taken. I too hold a significant value of shares and mearly wish to obtain as much truthful information as possible along with others on this BB.

ssanebs

How did you manage that?, I'm still waiting for my call from 'a director'! Maybe I will get one in the morning, if not I will write to SEO. I would normally email but my ISP cannot send them at the moment, they say that my computer OS has become too advanced for their system. Ha! a bit like SEO's Greenseal machines eh!

Thanks for the info, I hope that we will have quick clarification via an RNS regarding all concerns, I think SEO need a bit more pressure put on them!
kim